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Foreign ETFs and Mutual Funds

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Lawrence Israel

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Feb 26, 2017, 10:28:44 AM2/26/17
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Are foreign ETFs and mutual funds treated the same way?

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John Levine

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Feb 26, 2017, 11:52:03 PM2/26/17
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In article <8cd521fd-3642-486a...@googlegroups.com> you write:
>Are foreign ETFs and mutual funds treated the same way?

Since ETFs are mutual funds, the answer is probably yes, although it's
hard to guess what you are asking.

Are you asking if foreign ETFs and funds are treated the same as each
other, or are the treated the same as domestic funds and ETFs?

The same for tax purposes, the same for what you see on your
1099s, something else?

R's,
John

Lawrence Israel

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Feb 27, 2017, 10:53:50 AM2/27/17
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On Sunday, February 26, 2017 at 5:28:44 PM UTC+2, Lawrence Israel wrote:
> Are foreign ETFs and mutual funds treated the same way?
>
> --
>
What I meant was that foreign mutual funds are subject to very high taxation. Are foreign ETFs treated the same way?

Rich Carreiro

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Apr 11, 2017, 11:29:04 AM4/11/17
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Lawrence Israel <larry.i...@gmail.com> writes:

>On Sunday, February 26, 2017 at 5:28:44 PM UTC+2, Lawrence Israel wrote:
>What I meant was that foreign mutual funds are subject to very high
>taxation. Are foreign ETFs treated the same way?

Foreign mutual funds/ETFs are *not* "subject to very high taxation". They
are taxed the same way ones investing in domestic securities are.

Now, it is true that the funds/ETFs may have to pay income taxes to other
countries but that will generate a tax credit.

Is that foreign tax withheld at the source what you are asking about?

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Rich Carreiro rlc-...@rlcarr.com
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